Jack Steinhilber is a registered investment advisor at Agile Investments, based in Asheville, NC, with 22 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.25% |
Fees may be negotiable in certain instances.
Fee Estimator
Location
19 Rankin Avenue, Ste 124, Asheville, NC, 28801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jack Steinhilber manages the Agile Income Fund, LLC, a private real estate lending fund.
Employment History
Current Registrations
Agile Investments
Previous Registrations
Agile Investments
Westend Advisors, LLC
Agile Investments
Powelljohnson
Powelljohnson
State Registrations1 state
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